Mitchell Douglas Stolba

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → Present
  Lpl Financial, Llc
  Plymouth, MN
• 11/2014 → Present
  Great Valley Advisor Group, Inc.
  Plymouth, MN

Previous Registrations

• 2014-01-30 → 2014-11-17
  New England Securities
  Cameron, WI
  Grantsburg, WI
  Siren, WI
  Minneapolis, MN
  Howard Lake, MN
  Minneapolis, MN

Other Businesses

1.11/3/14:AMERICAN FIN MARKETING INV REL-AT REP BUS LOC(S) NON-VARIABLE INSURANCE 2% TIME SPENT AGENT 2.11/3/14: NOT INV REL COOKBOOK 3.11/3/14 Stone Creek Fin LLC. INV REL AT REP LOC DBA for LPL Bus (entity for LPL business) 4.11/3/14 HORIZON AGY INV REL AT REP BUS LOC(S) NON-VARIABLE INS 1% TIME SPENT AGENT 5.11/3/14 BEARENCE MGMT GRP INV REL AT REP BUS LOC(S) NON-VARIABLE INS 12% TIME SPENT AGENT 6.11/3/14 DARRYL GULLICKSON AGY INV REL AT REP BUS LOC(S) NON-VARIABLE INS 1% OF TIME SPENT AGENT 7.11/26/14 GREAT VALLEY ADV GRP, INC. INV REL AT REP BUS LOC(S) REG INV ADV HYB IAR 8.11/26/14 STONECREEK FIN-INV REL- AT REP BUS LOC(S)-REG INV ADV DBA: -IAR 9.4/7/15 DI BROKER NOT INV REL EDINA, MN NON-VARIABLE INS START 4/1/15 5 HR/MO 2 DUR TRDG HRS INS AGENT 10.4/7/15 DIVERISFIED BROKERAGE SERVICES, INC NOT INV REL MINNEAPOLIS MN NON-VARIABLE INS START 3/25/15 10 HR/MO 2 DUR TRDG HRS INS AGENT 11.4/8/15 STONECREEK WEALTH MGMT, LLC REG INV ADV DBA: START 3/24/15 160 HR/MO 8 DUR TRDG IAR 12.10/20/15: DBS-Inv Rel-At Rep Bus Loc(s)-Non-Variable Ins-Start 11/1/15- 5 Hrs Mo Dur Trdg 13.10/23/15-Great Valley Adv GrP, Inc- Inv Rel-At Rep Bus Loc(s)-Reg Inv Adv Hyb-IAR- Start 11/1/15 - 160 Hrs Per Mo/160 Hrs During Trdg 14.11/4/15-Rock Island Fin, LLC-INV REL-At Rep Bus Loc(s)-DBA for LPL Bus (entity for LPL bus)-START 11/4/15-40 HRS A Mo, 40 DUR TRDG 15.2/3/16-Rock Island Wealth Mgmt-Inv Rel-At Rep Bus Loc(s)-Reg Inv Adv DBA-START 01/01/16-90 HRS PER MO DURING TRDG 16. 8/12/21-DSB Rock Island-Inv Rel-At Rep Bus Loc(s)-Reg Inv Adv DBA-Start Date 8/5/21-160 Hrs Per Mo/160 Hrs Dur Trdg- I provide inv adv svcs through Great Valley Adv GrP, Inc, an ind inv adv firm. I started this bus activity in 08/2021. I expect to spend appox 160 hrs per mo on this activity. Please see the adv firm's Form ADV.. 17.3/29/22-DSB Rock Island-Inv Rel-At Rep Bus Loc(s)-Reg Inv Adv DBA IAR Start 3/11/22-30 Hrs Per Mo/8 Hrs Dur Trdg-I provide inv adv svcs through Great Valley Adv Grp, Inc., an ind inv adv firm. I started this bus activity in 3/22. I expect to spend approx 30 hrs per mo on this activity. Please see the adv firm's Form ADV.. 18. 3/24/22-DSB Rock Island Wealth Mgmt LLC-Inv Rel- At Rep Bus Loc(s)-DBA for LPL Bus (entity for LPL bus)-Start 03/11/22-30 Hrs Per Mo/ 8 Hrs Dur Trdg 19. 5/24/23-dsb-rockisland LLC-INV REL-Mendota Heights, MN-Real Estate Rental-Start 8/1/22-1 HR A Mo/Dur Trdg 20. 9/19/23-DSB Rock Island Wealth Management, LLC-Reg Inv Advisor DBA-IAR-INV REL-AT BUS LOC(S)-START 3/31/22-120 HRS MO/8 DRG TRDG-I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV.. 21.9/19/23-Great Valley Advisor Group, Inc.-Reg Inv Advisor Hybrid-IAR-INV REL-AT BUS LOC(S)-START 3/31/22-120 HRS MO/ 8 HRS DRG TRDG-I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV.. 22.5/10/24-DSB Rock Island-DBA for LPL Business (entity for LPL business)-INV REL-AT REP BUS LOCS-Start 10/1/23-20hrs/mth/8hrs trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-13
• S63 Uniform Securities Agent State Law Examination
  1994-06-17